Vault-13

Nextech Invest Ltd.

Zurich, V8 · CIK 1911010 · 13F filing filed 2025-02-14

Exempt reporting adviser since 2022 · other (specify)

As an employer

$616.4m reported value -13.5% vs Q3 2024
15positions
93.6%in top 10
0 new 1 added 1 reduced 0 sold out vs Q3 2024

Holdings, Q4 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 REVOLUTION MEDICINES INC COM RVMD RVMD 7,601,087 $332.5m53.94% 53.94% AddedShares held: Q1 2024 6.3m, Q2 2024 6.3m, Q3 2024 6.3m, Q4 2024 7.6m +1.3m +1,304,347 20.7%
2 TYRA BIOSCIENCES INC COM TYRA TYRA 4,055,861 $56.4m9.15% 9.15% UnchangedShares held: Q1 2024 4.1m, Q2 2024 4.1m, Q3 2024 4.1m, Q4 2024 4.1m
3 ORIC PHARMACEUTICALS INC COM ORIC ORIC 5,285,714 $42.7m6.92% 6.92% UnchangedShares held: Q1 2024 5.3m, Q2 2024 5.3m, Q3 2024 5.3m, Q4 2024 5.3m
4 CARGO THERAPEUTICS INC COM COM 2,642,502 $38.1m6.18% 6.18% UnchangedShares held: Q1 2024 2.6m, Q2 2024 2.6m, Q3 2024 2.6m, Q4 2024 2.6m
5 ARVINAS INC COM ARVN ARVN 1,408,394 $27.0m4.38% 4.38% UnchangedShares held: Q1 2024 1.4m, Q2 2024 1.4m, Q3 2024 1.4m, Q4 2024 1.4m
6 MERSANA THERAPEUTICS INC COM COM 12,067,246 $17.3m2.80% 2.80% UnchangedShares held: Q1 2024 3.9m, Q2 2024 9.5m, Q3 2024 12.1m, Q4 2024 12.1m
7 TANGO THERAPEUTICS INC COM TNGX TNGX 5,533,980 $17.1m2.77% 2.77% UnchangedShares held: Q1 2024 5.5m, Q2 2024 5.5m, Q3 2024 5.5m, Q4 2024 5.5m
8 ZYMEWORKS INC COM ZYME ZYME 1,113,946 $16.3m2.65% 2.65% UnchangedShares held: Q1 2024 0, Q2 2024 0, Q3 2024 1.1m, Q4 2024 1.1m
9 RELAY THERAPEUTICS INC COM RLAY RLAY 3,846,409 $15.8m2.57% 2.57% UnchangedShares held: Q1 2024 3.8m, Q2 2024 3.8m, Q3 2024 3.8m, Q4 2024 3.8m
10 CULLINAN THERAPEUTICS INC COM CGEM CGEM 1,141,145 $13.9m2.25% 2.25% UnchangedShares held: Q1 2024 1.2m, Q2 2024 1.2m, Q3 2024 1.1m, Q4 2024 1.1m
11 ALUMIS INC COM ALMS ALMS 1,476,998 $11.6m1.88% 1.88% UnchangedShares held: Q1 2024 0, Q2 2024 0, Q3 2024 1.5m, Q4 2024 1.5m
12 ARS PHARMACEUTICALS INC COM SPRY SPRY 936,729 $9.9m1.60% 1.60% ReducedShares held: Q1 2024 1.9m, Q2 2024 1.9m, Q3 2024 1.1m, Q4 2024 936.7k -176.3k -176,300 -15.8%
13 CONTEXT THERAPEUTICS INC COM CNTX CNTX 7,419,355 $7.8m1.26% 1.26% UnchangedShares held: Q1 2024 0, Q2 2024 7.4m, Q3 2024 7.4m, Q4 2024 7.4m
14 SILENCE THERAPEUTICS PLC ADS SLN SLN 952,400 $6.6m1.06% 1.06% UnchangedShares held: Q1 2024 952.4k, Q2 2024 952.4k, Q3 2024 952.4k, Q4 2024 952.4k
15 BOUNDLESS BIO INC COM BOLD BOLD 1,228,069 $3.6m0.58% 0.58% UnchangedShares held: Q1 2024 1.2m, Q2 2024 1.2m, Q3 2024 1.2m, Q4 2024 1.2m